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Pratik Ahuja

Data-Driven Fintech Operator | Bridging Product, Risk & CX at Scale

Mumbai

3+ years of work experience

equentis
Mar 20251 yr 4 mosPresent

Mumbai, Maharashtra, India

Client-focused Wealth Management professional with a strong foundation in both front-end advisory and back-end operations. With hands-on experience at firms like Equentis Wealth, I specialize in managing and growing the wealth of HNI and UHNI clients through personalized investment strategies and seamless operational execution. My strength lies in combining deep market knowledge with exceptional client servicing and operational precision. From portfolio advisory and asset allocation to transaction management and compliance, I bridge the gap between financial planning and flawless delivery.
Equentis Wealth Advisory
Mar 20251 yr 4 mosPresent

Sourced 9 PMS mandates averaging ₹1.28 Cr each, coordinating product, compliance, and ops teams to onboard within 4-day SLA. Directed end-to-end PMS onboarding for 5 accounts totalling ₹8 Cr AUM, aligning risk profiles and documentation across 3 departments. Cut onboarding TAT from 6 to 4 days by redesigning 4 KYC and portfolio-review workflows, automating checklist triggers. Automated 3 service reports in Power BI, eliminating 30% manual steps and freeing 1 FTE for analytics. Handled 128 Zendesk tickets weekly, achieving 75% first-contact resolution and expanding onboarding FAQs. Coordinated 7 monthly escalations with compliance, closed within 7 days, preserving 100% client satisfaction. Maintained 75% annual retention across HNI portfolios via data-backed allocation reviews and proactive touchpoints. Synced CRM data hourly, reducing duplicates 22%. Drafted firm-wide asset-allocation playbook, improving advisor risk profiling accuracy. Captured onboarding gaps in basic Jira user stories, supporting sprint planning and securing UAT sign-offs in 2 iterations. Piloted SQL scripts to flag compliance gaps and cut ledger reconciliation by 15%.
Nuvama Wealth Management
Apr 20241 yrMar 2025

Supervised onboarding of 14 new clients monthly and serviced 186, using Power BI dashboards to forecast fee revenue. Monitored SEBI and RBI regulatory changes, updating SOPs within 24 hours to ensure 100% audit readiness. Mentored 7 advisors, 3 ops specialists, and 2 support staff, delivering KYC completion within 4 days. Digitised documentation via e-forms, slashing errors 82% and strengthening audit preparedness. Deployed revenue-tracking dashboards to surface onboarding status, enabling leadership to fast-track stalled cases. Led tri-weekly reviews with Product and Compliance teams, cutting background-check review loops by 30%. Activated online onboarding tools, bringing investment go-live forward by 3 days and boosting first-trade revenue 12% QoQ. Resolved 8 quarterly escalations with 100% success, sustaining NPS above 90.
Nuvama Wealth
Mar 20241 yr 1 moMar 2025

Mumbai, Maharashtra, India

ICICI Bank
Jan 20231 yr 4 mosApr 2024

Managed 168 HNI accounts worth ₹84 Cr, driving 13% portfolio growth through risk-adjusted reallocations via Power BI insights. Built 4 monthly Power BI/Tableau dashboards for product and accounts teams to track performance metrics. Led weekly cross-functional huddles with IT and Data teams, launching onboarding blueprint 15 days early. Presented trend reports to senior management, enabling strategic asset-class decisions and regulatory sign-offs. Trained 14 junior bankers, increasing compliance scores to 90% and reducing rework 25%. Strengthened CRM data hygiene, reducing reconciliation time 18% per cycle.
ICICI Bank
Jan 20231 yr 3 mosMar 2024

Bengaluru, Karnataka, India

Education

Kalinga University, Raipur

Master of Business Administration - MBA, Finance and Financial Management Services

Kalinga University, Raipur

20172 yrs2019
Kalinga University, Raipur

Bachelor of Commerce - BCom, Business/Commerce, General

Kalinga University, Raipur

20143 yrs2017

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Headline

Data-Driven Fintech Operator | Bridging Product, Risk & CX at Scale

About

Data-Driven. Ops-Led. 💡 Product-Aware. That's how I've operated across fintech teams, from banking giants to agile wealth startups. What I do: • Map user journeys to activation velocity • Rewrite SLA loops into leaner onboarding workflows • Build retention-friendly ops from the inside out • Translate product ambiguity into sprint-ready stories What I bring: Ops intuition built from 1,000+ client touchpoints 📊 BI skills to turn metrics into movement Calm clarity in high-stakes compliance conversations I don't wait for the roadmap. I draft it. And then I execute it, with tools, teams, and just enough curiosity to break things better.

Location

Mumbai

Work experience

Senior Wealth Manager at equentis, Mar 2025 - Present · 1 yr 4 mos, Mumbai, Maharashtra, India, Client-focused Wealth Management professional with a strong foundation in both front-end advisory and back-end operations. With hands-on experience at firms like Equentis Wealth, I specialize in managing and growing the wealth of HNI and UHNI clients through personalized investment strategies and seamless operational execution. My strength lies in combining deep market knowledge with exceptional client servicing and operational precision. From portfolio advisory and asset allocation to transaction management and compliance, I bridge the gap between financial planning and flawless delivery.

Senior Project Manager at Equentis Wealth Advisory, Mar 2025 - Present · 1 yr 4 mos, Sourced 9 PMS mandates averaging ₹1.28 Cr each, coordinating product, compliance, and ops teams to onboard within 4-day SLA. Directed end-to-end PMS onboarding for 5 accounts totalling ₹8 Cr AUM, aligning risk profiles and documentation across 3 departments. Cut onboarding TAT from 6 to 4 days by redesigning 4 KYC and portfolio-review workflows, automating checklist triggers. Automated 3 service reports in Power BI, eliminating 30% manual steps and freeing 1 FTE for analytics. Handled 128 Zendesk tickets weekly, achieving 75% first-contact resolution and expanding onboarding FAQs. Coordinated 7 monthly escalations with compliance, closed within 7 days, preserving 100% client satisfaction. Maintained 75% annual retention across HNI portfolios via data-backed allocation reviews and proactive touchpoints. Synced CRM data hourly, reducing duplicates 22%. Drafted firm-wide asset-allocation playbook, improving advisor risk profiling accuracy. Captured onboarding gaps in basic Jira user stories, supporting sprint planning and securing UAT sign-offs in 2 iterations. Piloted SQL scripts to flag compliance gaps and cut ledger reconciliation by 15%.

Senior Wealth Manager at Nuvama Wealth Management, Apr 2024 - Mar 2025 · 1 yr, Supervised onboarding of 14 new clients monthly and serviced 186, using Power BI dashboards to forecast fee revenue. Monitored SEBI and RBI regulatory changes, updating SOPs within 24 hours to ensure 100% audit readiness. Mentored 7 advisors, 3 ops specialists, and 2 support staff, delivering KYC completion within 4 days. Digitised documentation via e-forms, slashing errors 82% and strengthening audit preparedness. Deployed revenue-tracking dashboards to surface onboarding status, enabling leadership to fast-track stalled cases. Led tri-weekly reviews with Product and Compliance teams, cutting background-check review loops by 30%. Activated online onboarding tools, bringing investment go-live forward by 3 days and boosting first-trade revenue 12% QoQ. Resolved 8 quarterly escalations with 100% success, sustaining NPS above 90.

Wealth Management Analyst at Nuvama Wealth, Mar 2024 - Mar 2025 · 1 yr 1 mo, Mumbai, Maharashtra, India

Private Wealth Manager at ICICI Bank, Jan 2023 - Apr 2024 · 1 yr 4 mos, Managed 168 HNI accounts worth ₹84 Cr, driving 13% portfolio growth through risk-adjusted reallocations via Power BI insights. Built 4 monthly Power BI/Tableau dashboards for product and accounts teams to track performance metrics. Led weekly cross-functional huddles with IT and Data teams, launching onboarding blueprint 15 days early. Presented trend reports to senior management, enabling strategic asset-class decisions and regulatory sign-offs. Trained 14 junior bankers, increasing compliance scores to 90% and reducing rework 25%. Strengthened CRM data hygiene, reducing reconciliation time 18% per cycle.

Deputy Manager Band II at ICICI Bank, Jan 2023 - Mar 2024 · 1 yr 3 mos, Bengaluru, Karnataka, India

Education

Master of Business Administration - MBA, Finance and Financial Management Services, Kalinga University, Raipur

Bachelor of Commerce - BCom, Business/Commerce, General, Kalinga University, Raipur